CRM & Sales Hub

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    • Hi, We are in the process of automating our renewals by using Deals and Workflows. We have come to a stop due to a current problem and I am wondering if you can help with any ideas. We have a workflow that will autocreate deal if marked as "closed won" & another property called "auto-renew" which is basically a trigger to recreate that exact deal and treat it as a renewal. The first instance we do this, the deal is recreated exa ...read more
    • Hello! I have been doing some research and have been having a hard time finding a solution to our problem. We currently are a buisness that has 2 locations, these two locations will not share contacts. On our website we have two different forms based on where the person visits us. I want to be able to have different sequences for each of these two forms. There will be no crossover between these two as they are in much different locations. ...read more
    • We have a product in our portfolio that can be bought over 1, 3 or 5 years. If a customer wants to see prices for each option we currently create 3 deals for visibility. When the customer choose the option they prefer we mark the other 2 deals as lost. If we then look at lost deals for a given time period we often see a lot of lost deals and a high total lost value for customers we have actually sold our product too, heavily skewing the vi ...read more
    • We've been working to create an email based on specific service type closed. Ideally, the following would be true: If a deal closes AND The deal has a Service Type of X or Y or Z THEN A specific email is trigger (based on the service type) to the prospect from the account executive who closes the deal The logic above is very possible. What does not seem possible is, within a workflow, to have an email come from the account executive withou ...read more
    • Question for the group: We have one service that is completed over six months, and it is billed twice. 1/2 at 3 months and 1/2 at 6 month mark. I don't believe we are utilizing the Deal amount to it's best feature. The team had been creating two deal cards to be able to show the revenue in our reporting. But not associating the two deal cards together. Is there a better best practice? Any way to use one deal card but split out the re ...read more

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sjudson on December 04, 2023
Summary Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO read more
9 upvotes
0 Reply
RyanW21 on June 14, 2024
We have users that we want to be able to view reports on contact totals but we don't want to give them access to PII on individual contacts. I've explored field-level permissions and limiting permissions to contact but limiting view permissions on read more
0 upvote
1 Reply
Hall of Famer | Partner
June 14, 2024
Hi @RyanW21 , I would've suggested restricting view permissions for properties: https://knowledge.hubspot.com/properties/restrict-view-edit-a...read more
AndyGunther on June 14, 2024
I have a need to calculate margin per year on a multi year deal because my costs may change from year 1 to year 2. The best I can tell, there is really no way to aggregate any line item data for use like this. For example, if I had a product it read more
0 upvote
0 Reply
TWallen on June 14, 2024
I'm using the Custom Report Builder to create Contact-based report with Companies and Deals as my secondary data sources. I need to reference the associated Companies and Deals for my filter criteria. The report itself is set up as table only e read more
0 upvote
3 Replies
Most Valuable Member | Elite Partner
June 15, 2024
Hi @TWallen , yes, thank you for clarifying, I understand and can confirm that based on the filters you have, the duplicate contacts showing are "co...read more
Sanj27 on June 14, 2024
Hi I am new to HS and I have use case and wondering if you can help me out how can I achieve with HS. From what I undersand we have Deals and Tickets. 1. Orders from our Platform can be triggered to HS as Reservation Order. Understand this can read more
0 upvote
1 Reply
Top Contributor
June 14, 2024
Hi @Sanj27 , If you do not need the supplier details (offer price, notes, etc.) as specific properties, you could have your suppliers as compa...read more
minorcm1 on June 14, 2024
Hello, I am trying to create a Time Spent in Each Deal Stage report. Does anyone know why some are displaying in hours:minutes but some are in days? Thank you.
0 upvote
1 Reply
Most Valuable Member | Elite Partner
June 14, 2024
Hi @minorcm1 can you share more about the properties you're using and the settings for the report? Is this built with the custom report builder? I ...read more
BruPerez on June 14, 2024
Hello Everyone in the community! I´m Reinaldo a new user in Hubspot, in our company we are using calendly to book meetings with the calendly integration. To correctly assign deals to the pipelines we are using in the main workflow contact is read more
Top Contributor
June 14, 2024
Hi @BruPerez , For Zapier, you can use this trigger. It will fire any time an invitee books something regardless of whether that contact has h...read more